Thaddeus H Waterman Trust Uw
Thaddeus H Waterman Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mobile, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $756K in total assets. In 2024, it awarded 2 grants totaling $37K. Net investment income was $39K.
Key facts about Thaddeus H Waterman Trust Uw
- EIN
- 63-6110169
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $37,147
- Grants made (2024)
- 2
- Average grant
- $18,574
- Median grant
- $18,574
- Total assets
- $755,607
- Primary geography
- Alabama (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Thaddeus H Waterman Trust Uw gives
- Giving held roughly steady from 2021 to 2024 (−11%). Method
- In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Thaddeus H Waterman Trust Uw
- How to evaluate Thaddeus H Waterman Trust Uw as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$756K
+0.0% YoY
Annual Giving
$37K
-8.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$19K
-8.0% YoY
Under IRS private-foundation payout rules, Thaddeus H Waterman Trust Uw reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.
About Thaddeus H Waterman Trust Uw
Based on IRS filings
Thaddeus H Waterman Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mobile, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $756K in total assets. In 2024, it awarded 2 grants totaling $37K. Net investment income was $39K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $755,607 | $755,539 | $781,552 |
| Revenue | $51,043 | $27,638 | $24,419 |
| Expenses | $50,976 | $53,649 | $61,357 |
| Qualifying Distributions | $38,497 | $41,977 | $46,666 |
| Net Investment Income | $38,814 | $15,134 | $12,077 |
| Distributable Amount | $40,460 | $38,747 | $41,827 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include University of South Alabama ($27,860), Altapointe Health ($9,287).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF SOUTH ALABAMA Mobile, AL | FOR PROVIDING SCHOLARSHIPS | $27,860 |
| ALTAPOINTE HEALTH Mobile, AL | FOR PURPOSES DESIGNATED BY BOARD OF TRUSTEES | $9,287 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Regions Bank Trust Department | Trustee | 2 | $11,459 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Thaddeus H Waterman Trust Uw?
Thaddeus H Waterman Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mobile, AL. It holds $756K in total assets as of 2024.
How large is Thaddeus H Waterman Trust Uw?
As of 2024, Thaddeus H Waterman Trust Uw holds $756K in total assets with $51K in annual revenue. It awarded 2 grants totaling $37K in 2024.
Where does Thaddeus H Waterman Trust Uw operate?
Thaddeus H Waterman Trust Uw has awarded grants in Alabama.
What size grants does Thaddeus H Waterman Trust Uw award?
In 2024, Thaddeus H Waterman Trust Uw awarded 2 grants totaling $37K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Thaddeus H Waterman Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Thaddeus H Waterman Trust Uw reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Thaddeus H Waterman Trust Uw's EIN?
Thaddeus H Waterman Trust Uw's EIN (Employer Identification Number) is 63-6110169. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.